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Sigma Planning Corp: SHYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Planning Corp on SHYG, newest first. How the timeline and the estimate are built.

Sigma Planning Corp held 61,071 SHYG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,071 shares
    Change vs previous 13F -16,538 shares

    0.07% of the 13F portfolio, value $2,590,025.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 77,609 shares
    Change vs previous 13F +987 shares

    0.09% of the 13F portfolio, value $3,283,615.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 76,622 shares
    Change vs previous 13F +3,385 shares

    0.09% of the 13F portfolio, value $3,284,804.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 73,237 shares
    Change vs previous 13F +6,031 shares

    0.09% of the 13F portfolio, value $3,171,142.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 67,206 shares
    Change vs previous 13F +3,063 shares

    0.09% of the 13F portfolio, value $2,899,251.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 64,143 shares
    Change vs previous 13F +14,513 shares

    0.09% of the 13F portfolio, value $2,727,364.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 49,630 shares
    Change vs previous 13F +2,093 shares

    0.07% of the 13F portfolio, value $2,114,724.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 47,537 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,064,045.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).